Purchases and Sales Made in Q1 2025 in Ishares Expanded Tech Sector E (IGM)
This table provides information about the institutional ownership of Ishares Expanded Tech Sector E (IGM) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES EXPANDED TECH SECTOR E.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
963New |
$87.3K - $104K
|
963
$108K
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
952+ 22.28% |
$86.3K - $103K
|
5.23K
$584K
|
|
|
Apr 22, 2025
Q1 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
939+ 20.68% |
$85.1K - $102K
|
5.48K
$612K
|
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
848+ 33.78% |
$76.9K - $92K
|
3.36K
$375K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
767New |
$69.5K - $83.2K
|
767
$85.7K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
739+ 7.6% |
$67K - $80.2K
|
10.5K
$1.17M
|
|
|
Apr 30, 2025
Q1 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
608+ 7.64% |
$55.1K - $65.9K
|
8.57K
$957K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
600New |
$54.4K - $65.1K
|
600
$67.1K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
564+ 2.44% |
$51.1K - $61.2K
|
23.6K
$2.64M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
561+ 7.24% |
$50.9K - $60.8K
|
8.31K
$929K
|
|
|
May 14, 2025
Q1 2025
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
525+ 8.22% |
$47.6K - $56.9K
|
6.92K
$773K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
497+ 23.36% |
$45.1K - $53.9K
|
2.63K
$293K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
478+ 16.83% |
$43.3K - $51.8K
|
3.32K
$371K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
455+ 10.61% |
$41.3K - $49.3K
|
4.74K
$530K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
454+ 477.89% |
$41.2K - $49.2K
|
549
$61.4K
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
449+ 18.27% |
$40.7K - $48.7K
|
2.91K
$325K
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
448+ 8.45% |
$40.6K - $48.6K
|
5.75K
$643K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
429+ 12.24% |
$38.9K - $46.5K
|
3.93K
$440K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
424+ 3.62% |
$38.4K - $46K
|
12.1K
$1.36M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
406+ 4.09% |
$36.8K - $44K
|
10.3K
$1.16M
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
398+ 11.0% |
$36.1K - $43.2K
|
4.02K
$449K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
397+ 6.03% |
$36K - $43.1K
|
6.98K
$780K
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
396+ 16.05% |
$35.9K - $43K
|
2.86K
$320K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
381+ 0.55% |
$34.5K - $41.3K
|
69.4K
$7.75M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
364+ 12.41% |
$33K - $39.5K
|
3.3K
$368K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
329+ 7.96% |
$29.8K - $35.7K
|
4.46K
$498K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
323+ 33.86% |
$29.3K - $35K
|
1.28K
$143K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
315New |
$28.6K - $34.2K
|
315
$35.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
311+ 4.02% |
$28.2K - $33.7K
|
8.05K
$899K
|
|
|
Apr 22, 2025
Q1 2025
|
Tandem Capital Management Corp
|
BUY
|
- |
305+ 4.22% |
$27.7K - $33.1K
|
7.53K
$841K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
301+ 9.87% |
$27.3K - $32.6K
|
3.35K
$374K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
298New |
$27K - $32.3K
|
298
$33.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
254New |
$23K - $27.5K
|
254
$28.4K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
244+ 580.95% |
$22.1K - $26.5K
|
286
$32K
|
|
|
May 01, 2025
Q1 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
237+ 1.66% |
$21.5K - $25.7K
|
14.5K
$1.62M
|
|
|
Apr 29, 2025
Q1 2025
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
233+ 0.51% |
$21.1K - $25.3K
|
45.9K
$5.13M
|
|
|
Apr 24, 2025
Q1 2025
|
Spence Asset Management
|
BUY
|
- |
230+ 2.13% |
$20.9K - $24.9K
|
11K
$1.23M
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
228+ 633.33% |
$20.7K - $24.7K
|
264
$29.5K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
221+ 6.27% |
$20K - $24K
|
3.75K
$419K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
219+ 61.86% |
$19.9K - $23.8K
|
573
$64K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
200+ 29.41% |
$18.1K - $21.7K
|
880
$98.3K
|
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
168New |
$15.2K - $18.2K
|
168
$18.8K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
164+ 1.49% |
$14.9K - $17.8K
|
11.2K
$1.25M
|
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
138New |
$12.5K - $15K
|
138
$15.4K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
113New |
$10.2K - $12.3K
|
113
$12.6K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
111+ 0.92% |
$10.1K - $12K
|
12.2K
$1.36M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
110+ 19.2% |
$9.97K - $11.9K
|
683
$76.3K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
110New |
$9.97K - $11.9K
|
110
$12.3K
|
|
|
May 15, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
108+ 1.61% |
$9.79K - $11.7K
|
6.83K
$763K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
96+ 2.24% |
$8.7K - $10.4K
|
4.38K
$490K
|